Access the integration settings
- Sign in to the Primo console.
- Navigate to Identities & access > Apps catalog.
- Select the application that uses an AI-based connector.
- Open the Settings tab.
Set up the login sequence
- In the Login tab, locate the Setup section.
- Enter the required fields:
- Login URL: Provide the full URL of the application’s login page (e.g.,
https://app.example.com/sign-in). - Email or Username: Enter the username or email that the AI should use. Reference this input as
{USERNAME}in your prompts. - Password: Enter the password associated with the username. Reference this as
{PASSWORD}in your prompts.
- Login URL: Provide the full URL of the application’s login page (e.g.,
Define login steps for the AI
- In the Define steps section, describe the exact interaction the AI should perform.
- Click Add step if the login flow requires multiple actions.
Fill the form with the {USERNAME} and {PASSWORD} and click on the Sign In button
Each step should be concise and describe a single action.
Set a validation condition
- In the Success section, specify how the AI should determine that the login was successful.
- Use visible indicators such as:
- A specific URL
- A success message
- A unique dashboard element
You should see a dashboard with a welcome message
This validation helps ensure that the workflow has completed as expected.
Test the workflow
Once all steps are configured:- Click Run to test the login sequence.
- The AI will launch a simulated browser session and execute the defined prompts.
- Observe the behavior and adjust the steps if needed.